Retirement

Retirement resources

When it comes to retirement, it's important to take some time to gather accurate information so that you can make an informed decision for you and your family. Below are resources to help you address timely issues and retirement decisions.

Articles  |   Videos  |   Calculators & Tools  |   Events  |   Services  

Articles

Department Announces WRS Pension Adjustments (2012)

Should you cash in on early retirement incentives?

Should I retire early?

When To Start Receiving Retirement Benefits (source: SSA)
At Social Security, we're often asked, “What is the best age to start receiving retirement benefits?” You should make an informed decision about when to apply for benefits based on your individual and family circumstances.

Videos

Understanding WRS—On Demand Seminar (source: Member Benefits)
The Wisconsin Retirement System (the state pension plan) will be a source of retirement income for most Wisconsin public school employees. How much do you know about this important benefit? In this three-part series, learn about WRS, how it works, how to read your statement, how benefits are calculated, the different payout options available at retirement, core versus variable fund participation, and much more.
(Four-part series)
>>Watch video

Interview with State of Wisconsin Investment Board Executive Director, Michael Williamson, 11.08.12 (source: Wisconsin Eye)
State of Wisconsin Investment Board Executive Director Michael Williamson was a featured guest in a recent episode of Newsmakers, a production of Wisconsin Eye. He answers key questions about the organization's financial strategy and long-term outlook.
(Duration: 00:31:18)
>>Watch video

ETF video collection (source: ETF) 
The Wisconsin Department of Employee Trust Funds (ETF) has organized their collection of educational videos into stages of membership: New Employee, Mid Career, Nearing Retirement and Retired.
>>View their video choices here.

Calculators and tools

Impact of withdrawals

This calculator is designed to help you determine how much of your savings remains after a series of withdrawals.

Retirement income

Use this calculator to determine how much monthly income your retirement savings may provide you in retirement.

Social Security Retirement Estimator (source: SSA)

Estimate your potential benefit amounts using different retirement dates and levels of future earnings.

Wisconsin Retirement System (source: ETF)

Calculate your projected Wisconsin Retirement System (WRS) retirement benefits.

Ballpark E$timate® (source: Choose to Save®)

Use this calculator to quickly identify approximately how much you need to save to fund a comfortable retirement..

Events

WEA Trust Member Benefits hosts a number of free seminars to help answer your retirement questions. Seminars are offered both online and on-site. Topics include:

View our calendar of events View our seminar schedule and register online.

Services

Need help developing a financial plan for my retirement? Learn about the financial planning services offered through WEA Trust Member Benefits to help members at every state of their financial lives.

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Rollover

  • Salary Reduction Agreement
  • Beneficiary Change Request Form
  • Exchange/Transfer/Rollover Form
  • Address/Name Change Form